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Lloyd Advisory Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Lloyd Advisory Services’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-266
Closed -$29K – 366
2022
Q1 		$29K Buy
+266
New +$28.2K 0.01% 299

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Lloyd Advisory Services's MGV Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2022, closing a stake of 266 shares — an estimated $29K sold.

Lloyd Advisory Services first reported a position in MGV in Q1 2022 and held it in 1 quarter. The position peaked at $29K in Q1 2022. 303 funds tracked by Wall St. Rank hold MGV as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 266 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2022, an estimated $29K.
  • Lloyd Advisory Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Vanguard Morningstar Mega Cap Value ETF position peaked at $29K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.